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# ![@DelB0yTr0tter Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2521678319.png) @DelB0yTr0tter Derek Trotter

Metaplanet's management is under scrutiny for allegedly granting preferential terms to new institutional investors while diluting the value of long-standing retail shareholders. This has sparked concerns about fairness and the company's strategy. The situation has led to a significant backlash from investors who feel they are being unfairly treated.

### Engagements: XXXXX [#](/creator/twitter::2521678319/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2521678319/c:line/m:interactions.svg)

- X Week XXXXXXX +183%
- X Month XXXXXXX +1,620%
- X Months XXXXXXX +452%
- X Year XXXXXXX +506%

### Mentions: XX [#](/creator/twitter::2521678319/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2521678319/c:line/m:posts_active.svg)

- X Week XXX +4.70%
- X Month XXX +407%
- X Months XXX +175%
- X Year XXX +130%

### Followers: XXXXX [#](/creator/twitter::2521678319/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2521678319/c:line/m:followers.svg)

- X Week XXXXX +24%
- X Month XXXXX +48%
- X Months XXXXX +78%
- X Year XXXXX +56%

### CreatorRank: XXXXXXX [#](/creator/twitter::2521678319/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2521678319/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::2521678319/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) #3169, [$silj](/topic/$silj) #1, [money](/topic/money) 1.22%, [fixed income](/topic/fixed-income) 1.22%, [japan](/topic/japan) 1.22%, [long term](/topic/long-term) 1.22%, [balance sheet](/topic/balance-sheet) #1935, [$100k](/topic/$100k) 1.22%, [the only](/topic/the-only) 1.22%, [sentiment](/topic/sentiment) XXXX%

**Top accounts mentioned or mentioned by**
[@tslaish](/creator/undefined) [@malikas_friend](/creator/undefined) [@morpheus7447x](/creator/undefined) [@eladsha12](/creator/undefined) [@jphilt1](/creator/undefined) [@groenschoen](/creator/undefined) [@espritalberta](/creator/undefined) [@lurkerfinance](/creator/undefined) [@ultimecia2171](/creator/undefined) [@metaplanetjp](/creator/undefined) [@applelinux](/creator/undefined) [@warfounder](/creator/undefined) [@nodollarshit](/creator/undefined) [@mountebank40655](/creator/undefined) [@satoshi132009](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@jvfinance](/creator/undefined) [@shitcoinonbonk](/creator/undefined) [@jvxzigrdgo90994](/creator/undefined) [@sladetennis](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [The Official XX Coin (67)](/topic/$67) [GM (GM)](/topic/$gm) [Ferrari N.V. (RACE)](/topic/$race) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase)
### Top Social Posts [#](/creator/twitter::2521678319/posts)
---
Top posts by engagements in the last XX hours

"736 users in queue ahead of you to access The Royal Mint website queues everywhere"  
[X Link](https://x.com/DelB0yTr0tter/status/1979841674663928064) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T09:26Z 2487 followers, XXX engagements


"Why Metaplanet diluting at 1.29x NAV (with BTC at $120k MSW with EVO: 638) is mathematically destructive and why management must justify any move at this level. 1/ Current context: MSW exercise price with EVO is just 638; market NAV (mNAV) at 1.29x. Issuing XX% new shares (114M) at this stage means less capital per share forcing destructive dilution. 2/ Numbers dont lie: Shares outstanding: 1.14B New shares issued: 114M Capital raised: 72.7B ($147M eq) BTC acquired: 1225.5 ($120k/BTC) Total shares post-raise: 1.254B BTC per share (post-raise): XXXXXXXXXX 3/ If Metaplanet paused until mNAV ="  
[X Link](https://x.com/DelB0yTr0tter/status/1973927691637383652) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-03T01:46Z 2487 followers, 5969 engagements


"Out of IREN. Completely. XXX% return in X months is enough. Bulls make money bears make money pigs get slaughtered. Discipline always trumps greed. When stronger non-correlated opportunities appear rotation is the intelligent move not attachment. Position ahead of the herd and sell into strength while liquidity remains abundant. The cleanest exits happen when liquidity is still building and euphoria has yet to peak. Chasing the final tick is a mugs game. Preserving capital and moving it toward new pockets of opportunity is how outperformance is built. Its easy to say hard to do. The only real"  
[X Link](https://x.com/DelB0yTr0tter/status/1978177523998441866) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-14T19:14Z 2488 followers, 118.9K engagements


"$SILJ JAN 2027 $XX CALLS UPDATE Added meaningfully on conviction guided by the data driven analysis below. Increased exposure at levels as much as XX% below yesterdays close. The rationale is entirely evidence-based grounded in structural positioning data that remains intact regardless of todays volatility. This analysis reflects data as of yesterdays close and the key point is that earnings season for the entire complex begins Monday; making this the final clean window to adjust positioning before the data cascade hits. ----------------------------------------------------- $SILJ options"  
[X Link](https://x.com/DelB0yTr0tter/status/1979197951684579380) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T14:48Z 2488 followers, 2450 engagements


"@LurkerFinance Spot or calls"  
[X Link](https://x.com/DelB0yTr0tter/status/1979245120139727093) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T17:56Z 2487 followers, XX engagements


"Nobody $SILJ JAN XX 2027 $XX CALLS"  
[X Link](https://x.com/DelB0yTr0tter/status/1979954452967903587) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T16:55Z 2488 followers, XXX engagements


"@applelinux What hasnt moved recently (apart from Metaplanet)"  
[X Link](https://x.com/DelB0yTr0tter/status/1979061142581346430) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T05:45Z 2488 followers, XXX engagements


"Gold now makes up XX% of global central bank reserves up from XX% in June; driven by price gains and rapid diversification away from the USD. Dollar share of global reserves has fallen from XX% in the early 2000s to XX% today. At $5790/oz gold and dollar reserves would stand at parity"  
[X Link](https://x.com/DelB0yTr0tter/status/1979338302949077233) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-18T00:06Z 2488 followers, XXX engagements


"Metaplanets recent conduct borders on outright misrepresentation. By selectively granting preferential terms to incoming institutional capital rather than offering parity of access to its long standing retail shareholder base management has not only alienated its most loyal investors but also signalled that expedient liquidity outweighed equitable capital formation. It is highly probable that retail shareholders given the same entry price would have significantly expanded their positions leaving the company with a stronger equity cushion and without the reputational damage now inflicted. The"  
[X Link](https://x.com/DelB0yTr0tter/status/1971135628088836328) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-09-25T08:52Z 2484 followers, 95.4K engagements


"This is for the preferred equity faithful who hang their hat purely on Metaplanets prospective capital structure without comps or evidence. As of 2025 the United States commands roughly XX per cent of global fixed income and XX per cent of global equities while Japan accounts for about X to XX per cent of fixed income predominantly sovereign and around X per cent of equities. On the numbers the United States fixed income market is more than six times the scale of Japan and its equity market capitalisation is roughly nine times larger. Japans bond complex material in absolute terms is"  
[X Link](https://x.com/DelB0yTr0tter/status/1975109646978310610) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-06T08:03Z 2446 followers, XXX engagements


"Yes. Speak up. EVERYBODY with any resemblance of decency must do the right thing make their voice heard by demanding accountability directly from the management. This is a publicly listed and regulated company with management who have a duty of care to do right by their shareholders. This is not a joke. It is a legally binding obligation. Combination of pervasive short selling and overly aggressive dilution is destroying the company and they (management) must take action to put an end to the malaise that is being caused. Everybody must hold them (management) to account. I cannot do this on my"  
[X Link](https://x.com/DelB0yTr0tter/status/1975931901069467817) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-08T14:30Z 2446 followers, 1708 engagements


"RACE - back to April lows Even the epitome of high-end luxury isnt immune to missteps. Some new releases have collapsed in secondary-market value while others are entombed in temperature-controlled vaults for generations. Yet the Lindy effect remains unmatched; heritage scarcity and brand equity unrivalled. This is a very long term LONG at great discount"  
[X Link](https://x.com/DelB0yTr0tter/status/1976476370625499196) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-10T02:34Z 2485 followers, XXX engagements


"I respectfully disagree. Information diarrhoea is not a strategy its an invitation to predatory behaviour. One of the most poignant and essential lessons from the last three months should be the recognition that management must constantly navigate a delicate equilibrium between transparency and tactical opacity. The optimal state lies in providing the market with just enough forward guidance and informational depth to enable rational price discovery and fair value calibration while retaining sufficient ambiguity to preserve strategic advantage and keep counterparties perpetually uncertain."  
[X Link](https://x.com/DelB0yTr0tter/status/1976607453660721508) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-10T11:15Z 2485 followers, 1673 engagements


"Less they reveal the better. Leverage the uncertainty. Its one of the few remaining asymmetric advantages management has in a market that thrives on over-disclosure and reflexive speculation. Strategic opacity when used judiciously keeps counterparties uncertain and forces the market to price optionality rather than certainty. In a game dominated by high-frequency capital and algorithmic positioning that uncertainty is the moat. As for the comparison to MSTR Ive lost count of how many times Ive explained (with data to support it) that the analogy is fundamentally misplaced. MicroStrategy is"  
[X Link](https://x.com/DelB0yTr0tter/status/1976622770642726944) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-10T12:16Z 2485 followers, 2592 engagements


"For the remainder of 2025 and for as long as mNAV remains under X and share price hasnt fully recovered the last thing Metaplanet should be even thinking about is buying more bitcoin via equity dilution. You have got to be a complete and utter moron to still be thinking about balance sheet expansion when share price is approaching XX% drawdown. Twenty percent away from ZERO"  
[X Link](https://x.com/DelB0yTr0tter/status/1978030012243546402) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-14T09:27Z 2446 followers, 1260 engagements


"If Metaplanets NAV premium continues to erode toward XXX the only rational move is to reverse the dynamic entirely. Liquidate 10000 BTC at $100k (realising roughly $X billion) and redeploy it into an immediate large scale share repurchase via Dutch tender and accelerated buyback with full cancellation of the retired shares. The compression in free float would obliterate borrow availability ignite forced buy-ins and trigger a reflexive short squeeze that re-anchors the premium well above XXX. It would signal capital-structure mastery restore confidence and reposition Metaplanet from passive"  
[X Link](https://x.com/DelB0yTr0tter/status/1978047738878333169) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-14T10:38Z 2447 followers, 20K engagements


"The self-interested actors who controlled the retail narrative for Metaplanet from April to June were amateurs. Complete amateurs. Instead of encouraging and nurturing discourse on the most wide reaching platform on the planet they forced retail into silos on Discord groups and noise filters that ended up muting sentiment altogether. The resulting effect is a bunch of grown adults regularly congregating in their little chat rooms like twelve year old children crying to one another about what a disaster their first foray into investing has been Enough is enough. Get out and speak. HERE on this"  
[X Link](https://x.com/DelB0yTr0tter/status/1978466922522931474) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-15T14:24Z 2446 followers, 2958 engagements


"Markets reward discipline in $ terms not slogans about future $1M BTC or Japanese Fixed Income TAM. You have to survive today first. The share price collapse down XX% is the number one priority to control. And control means doing what was not done before: course correction when the signals were clear. Ignoring the problem did not make it disappear. The market now knows exactly what works and what does not. Window dressing days are over. It is time for real execution measurable results tangible returns and guidance that is delivered not another glossy deck drafted on Gemini for $XX a month."  
[X Link](https://x.com/DelB0yTr0tter/status/1978517348870193319) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-15T17:44Z 2476 followers, 4113 engagements


"Preferred equity = best and safest leverage The unknown variable is demand We dont have any comps. They may have had the nod (informal commitments) from institutional investors in Japan nobody knows. Only they do. If so that would be the rabbit that Simon will pull out of the hat If at launch Metaplanet delivers relative (or even bigger) numbers than MSTR for their prefs then that is going to be a strong impetus. As Ive written before I havent been able to arrive at a firm conclusion that prefs can be delivered before 2026. I would love to be wrong. Question then becomes what happens to the"  
[X Link](https://x.com/DelB0yTr0tter/status/1978521673466097667) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-15T18:01Z 2446 followers, 1149 engagements


"I am going to share my position today. What I will not do is get into execution and mechanics but I will provide a summary of the thesis with data and evidence based reasoning behind it. Its always about the data. Since Metaplanet back in Q1 2025 this is the cleanest and most convex bet I have seen across the entire market and so I naturally size up accordingly (for me). Kelly criterion is key. Always. I am not for a second going to entertain any sort of pissing contest and throw up screenshots of my entry an exit and how green my P&L looks etc. If others do that then great. I will not. The"  
[X Link](https://x.com/DelB0yTr0tter/status/1978647989913550891) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T02:23Z 2446 followers, 5665 engagements


"People need to wake up and recognise that there is a much larger game at play and that real opportunities exist well beyond the current obsessions with AI Bitcoin miners and the treasury companies that appeared out of nowhere last week. When youre chasing price you become someone elses exit liquidity. Thats a matter of fact. Some people have learned the painful lesson and some will unless they exercise simple logic. I write with precision and intent. If you misinterpret what I say it is a signal to pause and reflect before you even think about deploying a penny of real capital. Looking is not"  
[X Link](https://x.com/DelB0yTr0tter/status/1978674912748274020) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T04:10Z 2442 followers, 1157 engagements


"@OldSkoolVita @Eladsha12"  
[X Link](https://x.com/DelB0yTr0tter/status/1978678134145741240) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T04:23Z 2442 followers, XXX engagements


"These are all very good questions and precisely the type of discourse that is needed for Metaplanet to have any realistic chance of reviving retail sentiment; especially during a time when management is completely tone-deaf and detached from its shareholders. Things will get better when retail goes back on the bid"  
[X Link](https://x.com/DelB0yTr0tter/status/1978679128271241491) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T04:27Z 2446 followers, 1762 engagements


"Metaplanet is on the verge of retracing the entire April to June advance; a move that had delivered roughly a XXX% gain. Remarkable"  
[X Link](https://x.com/DelB0yTr0tter/status/1978757687107072082) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T09:39Z 2446 followers, 3527 engagements


"This actually happened on tv no words"  
[X Link](https://x.com/DelB0yTr0tter/status/1978894286109446607) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T18:42Z 2447 followers, XXX engagements


"At XXX it will officially be XXX% back to April 2025 lows"  
[X Link](https://x.com/DelB0yTr0tter/status/1978986014350680423) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T00:46Z 2447 followers, 1931 engagements


"@TSLAish At some point there will be a floor soon. But now BTC price action and macro will play a part more so than before. If there is volatility in near term it will create opportunity for anyone who has the balls and the cash There is always a silver lining"  
[X Link](https://x.com/DelB0yTr0tter/status/1978995368936321527) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T01:23Z 2447 followers, XXX engagements


"What does WTI at $XX signal XX% YTD and heading lower There are major deflationary forces at play. FED is behind. Massively. Shock The FED easing cycle has higher odds of getting more aggressive now than any other time since they began raising back in XX. When the denominator is getting smashed to pieces hard money takes centre stage not because fundamentals changed but because the unit of account lost more credibility. Nobody wants paper money anymore Its a money problem. What is money () This trend hasnt begun yet. Silver breakout was at $XX not $XX (thats a psychological number). Price is"  
[X Link](https://x.com/DelB0yTr0tter/status/1979011190530674728) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T02:26Z 2447 followers, 1026 engagements


"Golds monthly RSI has surged above XX the most overbought reading in more than half a century. That tells us one thing: the monetary system is undergoing a structural repricing not a transient rally. Gold has already entered the acceleration phase of its re-monetisation cycle. But what matters most now is that this momentum is the single most bullish signal for silver and silver miners since the 1970s. Historically every time golds monthly RSI exceeded XX for a sustained period silver entered a parabolic catch-up phase within three to six months. The reason is mathematical as much as"  
[X Link](https://x.com/DelB0yTr0tter/status/1979028129806160346) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T03:34Z 2446 followers, 1107 engagements


"What we are witnessing is a pronounced and deliberate flight to quality not a speculative rush but a systemic repricing of what constitutes true collateral. Gold has already reclaimed its role as the ultimate deflation hedge (the only asset that holds real value when credit confidence and velocity collapse) but the far greater opportunity now lies in silver. Silver is the monetary systems forgotten twin: scarcer in above ground stock more indispensable to modern industry and historically far more explosive when capital realigns toward real collateral. In the early 1930s when the United States"  
[X Link](https://x.com/DelB0yTr0tter/status/1979060777530298482) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T05:43Z 2446 followers, XXX engagements


"Say what you will about Jamie Dimon but the man has a gift for sharp unscripted one liners. When you see one cockroach there are probably more everyone should be forewarned on this one. Context: bankruptcy of First Brands a $XX billion shadow bank where over $X billion apparently just vanished into thin air from their balance sheet lol"  
[X Link](https://x.com/DelB0yTr0tter/status/1979064547404321107) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T05:58Z 2447 followers, XXX engagements


"RRP to the Feds RRP (no pun intended) and a very warm welcome to the acronym were all about to get familiar with: the SRF (or Standing Repo Facility). Yesterday morning it quietly injected $XXX billion in liquidity only to be reversed back to zero by the afternoon. Whether it was a dry run or a counterparty rescued from elsewhere the signal is unmistakable. The plumbing just twitched. This marks the highest utilisation of the SRF since the p(lan)demic a subtle reminder that behind the facade of calm the system still needs transfusions. Its a matter of visibility SOFR rate is the metric to"  
[X Link](https://x.com/DelB0yTr0tter/status/1979070304157864080) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T06:21Z 2446 followers, XXX engagements


"Simon sold a story to retail. One that resonated deeply and drew genuine conviction. Retail embraced him with open arms and he in turn squandered that trust by rewriting the very narrative he built. He actively lobbied the same retail base myself included to support his new vision and in doing so we collectively abandoned the original premise and threw out the baby with the bathwater. The story has changed; deliberately and unmistakably. Unless management steps forward and methodically threads the needle rebuilding coherence and accountability no investor with a credible grasp of fundamental"  
[X Link](https://x.com/DelB0yTr0tter/status/1979086670181052856) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T07:26Z 2484 followers, 2866 engagements


"@teslabulltr No more spoons left. Ive run out Turkish Apologies"  
[X Link](https://x.com/DelB0yTr0tter/status/1979101865494352171) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T08:27Z 2446 followers, XXX engagements


"This spike is VIX looks ominous and Bitcoin puking as well. SVB vibes"  
[X Link](https://x.com/DelB0yTr0tter/status/1979137565153259575) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T10:49Z 2485 followers, XXX engagements


"@Malikas_Friend SILJ BTC Trend is your friend and its up Look at the SILJ 1M chart Picture speaks a thousand words Silver gold BTC is the order of the day so far for 2025. Can things change Yes. Odds Declining as each day goes by Hope this helps"  
[X Link](https://x.com/DelB0yTr0tter/status/1979246596471820470) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T18:02Z 2476 followers, XX engagements


"@jphilt1 Insulting Terrible comps $F $GM and $HYMTF are not comps for $RACE Do better"  
[X Link](https://x.com/DelB0yTr0tter/status/1979317109093208089) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T22:42Z 2486 followers, XX engagements


"Did you read my posts earlier BTC treasuries dont have competition. They dont have customers (mostly). They have buyers. Their buyers are their shareholders. They compete with themselves. To group them together is misplaced. Go back and read my posts then spend some time REALLY thinking about this independently. I know its hard but it will be an enlightening experience if you can make it passed 5-10 mins. Very worthwhile. Youll graduate into the XXXX% in this space and will become a different man forever if you harness the power of independent thinking"  
[X Link](https://x.com/DelB0yTr0tter/status/1979323830305984935) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T23:09Z 2487 followers, XX engagements


"In the first hour of U.S. trading XXXX million shares of MTPLF were dumped crushed to fresh lows and then opportunistically covered a textbook short raid executed with surgical precision. The same playbook is now being applied to DN3 this time with thinner volume but no less destructive impact. The pattern is unmistakable: targeted pressure during illiquid cross market hours exploiting managements inertia and the absence of a coherent defence strategy for almost three straight months And in the midst of this there is still talk of exercising another XXXXXX million potential shares at a 637"  
[X Link](https://x.com/DelB0yTr0tter/status/1977769217328910490) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-13T16:11Z 2487 followers, 17.1K engagements


"People are down XX% on their life savings and Simons response is good morning planet"  
[X Link](https://x.com/DelB0yTr0tter/status/1979009056330166519) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T02:18Z 2487 followers, 7971 engagements


"@Malikas_Friend Remember GME Price always tells the story"  
[X Link](https://x.com/DelB0yTr0tter/status/1979966583520055556) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T17:43Z 2487 followers, XX engagements


"Metaplanet has extended the suspension of the moving strike warrants that were previously paused between X and XX September. As of XX September there were XXXXX million shares from the 20th series and XXX million each from the 21st and 22nd series still unexercised totalling about XXXXXX million shares. Average daily trading volume over the last XX days has been roughly XXXXX million shares or XXXX billion in total. The withheld pool therefore equals around XX percent of total turnover or just under seven trading days of average liquidity that will not now be entering the market. In August"  
[X Link](https://x.com/DelB0yTr0tter/status/1976566884565762544) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-10T08:34Z 2487 followers, 54.5K engagements


"This in my view is the single most asymmetric trade in global markets today on a risk-adjusted basis. The convexity is extraordinary yet the multi-strategy PMs at Citadel Millennium Balyasny and Jane Street cant go near it (go figure out why) and retail meanwhile is hypnotised by the AI HPC BTC treasury complex and shitcoins. chasing pipe dreams. The real opportunity the one hiding in plain sight is right here. BACKGROUND INFORMATION Silver has entered a historic structural break not a rally. Spot $53/oz. Backwardation vs Dec $X. London lease rates near XXX% annualised; the tightest since"  
[X Link](https://x.com/DelB0yTr0tter/status/1978832868982821222) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T14:38Z 2488 followers, 9111 engagements


"Gold could easily go to $5000 even $10000 in environments like this This is one of the few times in my life its semi-rational to own some. - Jamie Dimon - CEO JP Morgan Chase"  
[X Link](https://x.com/DelB0yTr0tter/status/1979655260273864971) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-18T21:06Z 2488 followers, XXX engagements


"Over XX% of Bitcoin transactions still flow through CENTRALISED exchanges while less than XX% are truly peer-to-peer (today). For an asset built on decentralisation thats a striking paradox. The rails are revolutionary but the behaviour remains legacy and tightly controlled"  
[X Link](https://x.com/DelB0yTr0tter/status/1979859556043030920) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T10:37Z 2488 followers, 1215 engagements


"Get your popcorns ready to watch the Silver market explode from next week"  
[X Link](https://x.com/DelB0yTr0tter/status/1979903096848601293) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T13:30Z 2488 followers, XXX engagements


"Silvers all-time high was set on XX January 1980 when it briefly reached $XX per ounce during the Hunt Brothers squeeze. Adjusted for inflation that would equate to roughly $XXX to $XXX per ounce today meaning that even at $XX silver remains only about a quarter of its real 1980 peak. If silver were to reprice toward that inflation-adjusted equivalent the convexity embedded in $SILJ (Amplify Junior Silver Miners ETF) becomes extraordinary. With $SILJ closing at $XXXXX on Friday a proportional move in silver from $XX to $XXX represents a XXX% rise in the underlying metal. Historically junior"  
[X Link](https://x.com/DelB0yTr0tter/status/1979933564243472497) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T15:32Z 2487 followers, 8291 engagements


"I build the position with the objective of capturing delta expansion then trade the volatility around it to optimise total return. Position management is dynamic reviewed monthly and quarterly with decisions to hold trim or exercise driven by spot price behaviour implied vol trends and the quality of reported earnings. The focus is on compounding convexity not merely riding directional beta"  
[X Link](https://x.com/DelB0yTr0tter/status/1979956220107907339) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T17:02Z 2488 followers, XXX engagements


"Silvers 1980 high inflation-adjusted Jan 1980: $50/oz CPI then: XXXX (1982-84 = 100) CPI now XXX Inflation multiplier = XXX XXXX = XXXX $XX XXXX = $204.5/oz At $XX today silver = XX% of its real 1980 peak barely of its inflation adjusted high. CONTEXT: XXX isnt XXX% inflation. Its the index level representing roughly a XXX% increase in price level since 1980. That means $X in 1980 buys what $XXXX does today. So a $XX silver price in Jan 1980 XXXX = $XXXXXX today (inflation-adjusted)"  
[X Link](https://x.com/DelB0yTr0tter/status/1979962378780573919) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T17:26Z 2488 followers, XXX engagements


"@Nodollarshit @grok Did you give up on Grok"  
[X Link](https://x.com/DelB0yTr0tter/status/1980107509856915747) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-20T03:03Z 2488 followers, X engagements